Table of contents
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Last modified 08:03, 24 Apr 2017
Table of contents
No headers

 

The Main tab contains the primary contact details for the selected supplier, any Aliases used for them and internal notes that have been attached to the supplier.

The address and telephone details shown here are those that have been entered in the Details tab as the primary details. You cannot edit this information here – any changes will need to be made in the Details tab.

Field....

What it's for....

Address, Phone, Fax, Mobile and Email

Displays the primary address and contact details as defined in the Details tab.

Aliases

Aliases are other names that your suppliers may be known by, for example a business name or trading name. Aliases can be used as  search criteria when searching for suppliers. Add an alias by clicking the Add button, then selecting the alias Type from the drop-down list, and entering the alias in the Name column. Alias types are defined by your system administrator.

Notes

Double–click a note to open it, or select the note and click the View button. The contents of the note will be displayed in the Notes window. From here you can edit the note if required. Click the Add button to add a new note. Formatting options are available in the Notes page. Highlight a note in the list and click Delete to remove it. For more on notes, click here.

Created by

This field displays the employee who created the supplier and is entered automatically by the system.

Became Supplier

B/Supplier

This is recorded according to the system date when the supplier was created. In most cases this will be the same as the Date Created date, but it could differ if a contact was converted to a supplier after they were created as a contact. Click the list box to access the Calendar from which a date can be selected.

Date created (D/Created)

This field displays the date the supplier was created and is entered automatically by the system.

Birth Place

This field will only be available if the supplier is a person.

Date of birth

Click the list box to access the Calendar from which a new date can be selected. This field will only be available if the supplier is a person.

Date of death

Click the list box to access the Calendar from which a new date can be selected. This field will only be available if the supplier is a person.

 

Related Topics

About Suppliers

The Supplier page

How to add a supplier alias

How to delete a supplier alias

How to add a note to a supplier record

How to preview and print a note in a supplier record

How to edit a note in a supplier record

How to delete a note from a supplier record


© Wolters Kluwer (UK) Limited (trading as CCH Software). All rights reserved.

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